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Practice Lead
Practice LeadTranscounts Services Mohali • City of Langley, Metro Vancouver Regional District, CA
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Practice Lead

Practice Lead

Transcounts Services Mohali • City of Langley, Metro Vancouver Regional District, CA
Il y a 9 jours
Type de contrat
  • Temps plein
Description de poste

Transcounts is a fast‑growing accounting firm based in Langley, BC. We specialize in outsourced bookkeeping, fractional Controller / CFO, payroll, and tax services to small and mid‑sized businesses across Canada and the USA.

The Practice Lead (PL) is a delivery and people‑leadership role at Transcounts. You’ll manage 15–25 small business clients, owning their accounting operations end‑to‑end with a strong focus on accuracy, compliance, and customer experience.

This role owns 100% of client communication (under‑24‑hour email response from day one). You’ll start with new client onboarding, then manage a 3–4 member remote bookkeeping team, while owning quality, timelines, reporting, and the client tech stack.

As you scale to 20+ clients and a 3+ member team, you can progress into the Practice Manager or Fractional Controller track. eCommerce experience is strongly preferred.

Key Responsibilities

Onboarding

  • Own onboarding, including tech‑stack setup and historical data review.
  • Plan and execute catch‑up bookkeeping (6 months–3 years). Convert onboarding clients into clean, repeatable monthly workflows.
  • Maintain real‑time communication and weekly progress updates.

Delivery & Quality

  • Deliver accurate monthly bookkeeping, AP / AR, sales tax filings, and reporting.
  • Perform full quality reviews and ensure zero‑miss compliance (GST / PST / HST).

  • Handle reconciliations (bank, credit card, loans, inventory & COGS). Prepare year‑end financials and tax accountant packages.
  • Team Collaboration

  • Lead quality oversight across your client portfolio. Guide and support bookkeepers; resolve delivery issues early.
  • Maintain ClickUp documentation and async updates. Own SOPs and quality checklists for assigned clients.
  • Participate in reporting QA, KPI reviews, and process improvements.
  • Customer Experience

  • Improve documentation flow, banking access, and communication.
  • Ensure reporting is accurate, clear, and insight‑driven.
  • Communicate professionally, concisely, and empathetically.
  • Career Progression

  • You may move into Practice Manager or Fractional Controller once you demonstrate :
  • Ownership of 20+ clients and a 3+ person team
  • Strong technical mastery and consistent delivery
  • High client retention and zero compliance issues
  • CRA / IRS audit support capability
  • Ability to interpret financials and deliver insights
  • Compensation & Benefits

  • Salary : CAD 50,000 – 65,000
  • 2 weeks vacation + 5 sick / personal days
  • Stat holidays
  • HSA up to $1,500 / year
  • Hybrid work (1–2 days WFH) after 1 year
  • Must Have (skills, Requirements, And Knowledge)

  • Onsite role in Langley, BC
  • CPA or equivalent
  • 2+ years in Public Practice (Big‑4 or similar preferred)
  • Worked in Canada for 6+ months
  • 2+ years QBO / XERO experience
  • 6+ months Canada / USA payroll & sales‑tax compliance (GST / HST, WCB, EHT)
  • Led at least 2 full‑time team members
  • Independently owned month‑end close for 10+ entities
  • Strong communication, accountability, and deadline discipline
  • Strongly preferred : eCommerce (Amazon, Shopify, A2X, inventory, COGS)
  • Tech‑savvy with an automation mindset
  • Interview Process

  • 20‑minute phone screen (HR)
  • 30‑minute virtual interview (Director of Operations)
  • Final onsite interview with Aman Mittal (Founder & CEO)
  • Reference check & offer
  • What Transcounts Offers

  • Salary : CAD 50,000 - 65,000
  • 2 weeks vacation + 5 sick / personal days
  • State Holidays
  • HSA up to $1500 / year
  • Hybrid work(1-2 days WFH) after 1 year
  • Any questions, please reach out toHR@transcounts.com

    Skills : bookkeeping,public practice,xero,qbo

    #J-18808-Ljbffr

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